Added to YB: 2026-10-13
Pitch date: 2026-10-09
GWW [bullish]
W.W. Grainger, Inc.
+2.81%
current return
Author Info
DB_Silver_Fox is a CFO and value investor interested in: European & US hidden champions, simple and effective business models, and US Banks. Sign up for the newsletter.
Company Info
W.W. Grainger, Inc., together with its subsidiaries, distributes maintenance, repair, and operating products and services primarily in North America, Japan, and the United Kingdom.
Market Cap
$60.8B
Pitch Price
$1.3K
Price Target
N/A
Dividend
0.77%
EV/EBITDA
19.06
P/E
32.93
EV/Sales
3.36
Sector
Trading Companies and Distributors
Category
value
Homes Below Replacement Cost - W.W. Grainger, Inc.
GWW: Grainger’s 11,078 UK rental homes trade at 0.56x EPRA NTA, a 44% discount, and roughly £212,000 per occupied home versus £292,000 to build. Collapsing build-to-rent starts, institutional demand for standing assets and rules pressuring small landlords strengthen the setup; investors collect a 5.1% yield but assume refinancing risk when 3.2% hedged debt resets after FY29, while recurring earnings do not cover the dividend.
Read full article (4 min)